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Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1251	AIM Anchor Investment Management Columbia, South Carolina	$207K	+$3.23K	3	0.02%	Increased
1252	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$204K	-$15.1K	1	0.01%	Reduced
1253	Capital Advisors Inc Tulsa, Oklahoma	$204K	+$39K	1	0%	Increased
1254	KFSC Keystone Financial Services (Colorado) Loveland, Colorado	$203K	+$7.05K	1	0.08%	Increased
1255	Ballentine Partners Waltham, Massachusetts	$203K	-$403	1	0%	Reduced
1256	VP Verum Partners Charlotte, North Carolina	$201K	-$1.13K	1	0.06%	Reduced
1257	BC Bridgefront Capital Austin, Texas	$201K	-$7.85K	1	0.07%	Reduced
1258	HT Headlands Technologies Chicago, Illinois	$200K	-$13.5K	2	0.02%	Reduced
1259	Empirical Wealth Management Seattle, Washington	$200K	-$25.1K	1	0.01%	Reduced
1260	AG AmeriFlex Group Las Vegas, Nevada	$199K	+$161K	3	0.09%	New
1261	SageView Advisory Group Newport Beach, California	$198K	-$105K	1	0.01%	Reduced
1262	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$198K	-$386K	1	0%	Reduced
1263	Metis Global Partners San Diego, California	$195K	+$23.7K	1	0.01%	Increased
1264	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$195K	+$164K	1	0.09%	New
1265	MAG Mayfair Advisory Group Birmingham, Alabama	$195K	+$5.84K	1	0.11%	Increased
1266	U.S. Capital Wealth Advisors Austin, Texas	$192K	+$162K	1	0.01%	New
1267	FA Fermata Advisors Sonoma, California	$192K	$0	1	0.04%	Maintained
1268	MCM Morton Capital Management Calabasas, California	$191K	$0	1	0.04%	Maintained
1269	Principal Securities Des Moines, Iowa	$189K	+$26.8K	7	0%	Increased
1270	PG Prostatis Group Hanover, Maryland	$189K	+$792	1	0.06%	Increased
1271	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$189K	+$63.4K	7	0.02%	Increased
1272	CP Covenant Partners Nashville, Tennessee	$189K	-$250K	1	0.06%	Reduced
1273	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$189K	-$21.3K	1	0.07%	Reduced
1274	CreativeOne Wealth Overland Park, Kansas	$188K	+$2.34K	1	0.01%	Increased
1275	ODG O'Dell Group Cincinnati, Ohio	$186K	$0	1	0.04%	Maintained